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Original filing (PDF)20260317152525NAL0002909299001
BOARD OF TRUSTEES IRON WORKERS LOCAL 580 SHOP PENSION FUND
Form 5500
FILING_RECEIVED
IRON WORKERS LOCAL 580 SHOP PENSION FUND
Defined-benefit pension plan
Signals · 3
100% in single holding~297 bps in Sched C fees7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$5.1M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "[DFE: BNYM MELLON AFL-CIO SL STOCK INDEX (no filing on disk)]" is 100% of plan.
- 297 bps in Schedule C fees — 471% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IRON WORKERS LOCAL 580 SHOP PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES IRON WORKERS LOCAL 580 SHOP PENSION FUND
EIN
13-6613876
Address
501 WEST 42ND STREET · 2ND FLOOR · NEW YORK, NY · 10036
Phone
(646) 561-2390
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-17
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsActuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL CO. (EASTERN STATES) INC. | 13-1835864 | — | ACTUARY | $47K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAW OFFICE OF STEVEN N. DAVI, PLLC | 82-4935807 | — | ATTORNEY | $35K | — |
| COLLERAN, O'HARA & MILLS, LLP | 11-2940050 | — | ATTORNEY | $18K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $27K | — |
| MORGAN STANLEY GRAYSTONE | 26-4310632 | — | NONE | $18K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $6K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
1 pooled fund· $2.2M(44% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM MELLON AFL-CIO SL STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | — | $2.2M | 43.9% |